SVB Financial Group
SIVBDelisted May 2, 2023- Industry
- State Commercial Banks
- SEC CIK
- 0000719739
SVB Financial Group was delisted on May 2, 2023; its insiders filed their last Form 4 on Nov 12, 2024; 645 institutions reported holding it in 13F filings for Q4 2022, worth $13.2B in total; Coatue Management was the only superinvestor holding it.
13F holders, Q2 2022
Institutional positions in SVB Financial Group as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 750
- −44 vs. Q1 2022
- Shares held
- 55.0M
- +1.76M (+3.3%) vs. Q1 2022
- Total value
- $21.7B
- −$7.89B (−26.7%) vs. Q1 2022
- New holders
- 82
- 285 more added
- Sold out
- 126
- 273 more reduced
12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SIVB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $0 |
| Q1 2026 | 1 | $0 |
| Q4 2025 | 1 | $0 |
| Q3 2025 | 1 | $0 |
| Q2 2025 | 1 | $0 |
| Q1 2025 | 1 | $0 |
| Q4 2024 | 3 | $13.8K |
| Q3 2024 | 6 | $24 |
| Q2 2024 | 10 | $514 |
| Q1 2024 | 10 | $1.12K |
| Q4 2023 | 15 | $7.14K |
| Q3 2023 | 17 | $15.3K |
| Q2 2023 | 22 | $102.7K |
| Q1 2023 | 87 | $599.7K |
| Q4 2022 | 645 | $13.2B |
| Q3 2022 | 674 | $18.7B |
| Q2 2022 | 750 | $21.7B |
| Q1 2022 | 806 | $29.8B |
| Q4 2021 | 874 | $35.6B |
| Q3 2021 | 778 | $34.3B |
| Q2 2021 | 734 | $27.6B |
| Q1 2021 | 714 | $24.4B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Resource Council | 649 | $257.0K | 0.02% | +209+47.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 661 | $261.0K | 0.01% | 00.0% | Unchanged |
| Arjuna Capital | 666 | $263.0K | 0.13% | +5+0.8% | Added |
| Vista Capital Partners, Inc. | 672 | $265.0K | 0.04% | 00.0% | Unchanged |
| Patten Group, Inc. | 628 | $266.0K | 0.09% | +44+7.5% | Added |
| Douglass Winthrop Advisors, LLC | 677 | $267.0K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 678 | $267.8K | 0.07% | −10−1.5% | Reduced |
| WMG Financial Advisors, LLC | 683 | $270.0K | 0.23% | −181−20.9% | Reduced |
| Harbor Investment Advisory, LLC | 695 | $275.0K | 0.04% | −25−3.5% | Reduced |
| CWA Asset Management Group, LLC | 705 | $278.0K | 0.03% | −150−17.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 702 | $278.0K | 0.03% | −5−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 713 | $282.0K | 0.04% | +322+82.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 719 | $284.0K | 0.02% | +93+14.9% | Added |
| Boston Private Wealth LLC | 722 | $285.0K | 0.00% | +207+40.2% | Added |
| VELA Investment Management, LLC | 728 | $288.0K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 741 | $293.0K | 0.01% | +12+1.6% | Added |
| Great Diamond Partners, LLC | 747 | $295.0K | 0.10% | −105−12.3% | Reduced |
| Aureus Asset Management, LLC | 750 | $296.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 754 | $298.0K | 0.04% | −9−1.2% | Reduced |
| Dakota Wealth Management | 754 | $298.0K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 761 | $301.0K | 0.05% | +108+16.5% | Added |
| Wedbush Securities Inc | 765 | $302.0K | 0.02% | −735−49.0% | Reduced |
| Ameritas Investment Partners, Inc. | 769 | $303.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 767 | $303.0K | 0.00% | +767 | New |
| Cigna Investments Inc | 768 | $304.0K | 0.06% | −245−24.2% | Reduced |
| Gateway Investment Advisers LLC | 770 | $304.0K | 0.00% | +12+1.6% | Added |
| Johnson Investment Counsel Inc | 778 | $307.0K | 0.00% | −160−17.1% | Reduced |
| Greenleaf Trust | 781 | $308.0K | 0.00% | −292−27.2% | Reduced |
| Central Bank & Trust Co | 782 | $309.0K | 0.06% | −281−26.4% | Reduced |
| B. Riley Wealth Management, Inc. | 782 | $309.0K | 0.03% | −10−1.3% | Reduced |
| BTR Capital Management Inc | 797 | $315.0K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 801 | $316.0K | 0.01% | −316−28.3% | Reduced |
| Ethic Inc. | 816 | $322.0K | 0.02% | +418+105.0% | Added |
| Advisory Services Network, LLC | 818 | $323.0K | 0.01% | −452−35.6% | Reduced |
| Mayflower Financial Advisors, LLC | 823 | $325.0K | 0.05% | −2−0.2% | Reduced |
| Silicon Valley Capital Partners | 823 | $325.0K | 0.07% | +823 | New |
| Moseley Investment Management Inc | 832 | $329.0K | 0.23% | −78−8.6% | Reduced |
| Prudent Man Advisors, LLC | 833 | $329.0K | 0.15% | +2+0.2% | Added |
| Integrated Advisors Network LLC | 841 | $332.0K | 0.02% | +40+5.0% | Added |
| Liberty One Investment Management, LLC | 598 | $333.0K | 0.06% | +200+50.3% | Added |
| Banque Cantonale Vaudoise | 854 | $336.0K | 0.02% | −6−0.7% | Reduced |
| Jackson Square Capital, LLC | 861 | $340.0K | 0.14% | −5,992−87.4% | Reduced |
| Citadel Advisors LLC | 865 | $342.0K | 0.00% | −11,055−92.7% | Reduced |
| Raymond James Trust N.A. | 873 | $345.0K | 0.01% | +350+66.9% | Added |
| Savant Capital, LLC | 882 | $348.0K | 0.01% | +10+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 885 | $349.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 886 | $350.0K | 0.01% | −475−34.9% | Reduced |
| Bartlett & Co. LLC | 885 | $350.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 896 | $354.0K | 0.01% | +146+19.5% | Added |
| Gyon Technologies Capital Management, LP | 896 | $354.0K | 0.10% | +896 | New |
| Versor Investments LP | 900 | $355.0K | 0.01% | +900 | New |
| S&CO Inc | 904 | $357.0K | 0.03% | −18−2.0% | Reduced |
| Signaturefd, LLC | 907 | $358.0K | 0.01% | +25+2.8% | Added |
| Mirador Capital Partners LP | 910 | $359.0K | 0.08% | +910 | New |
| SevenOneSeven Capital Management | 911 | $360.0K | 0.84% | +27+3.1% | Added |
| Stratos Wealth Partners, LTD. | 913 | $361.0K | 0.01% | −275−23.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 946 | $374.0K | 0.02% | +3+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 951 | $376.0K | 0.03% | +209+28.2% | Added |
| Federation des caisses Desjardins du Quebec | 960 | $379.2K | 0.00% | +895+1,376.9% | Added |
| O'Shaughnessy Asset Management, LLC | 978 | $386.0K | 0.01% | +519+113.1% | Added |
| Cetera Advisor Networks LLC | 994 | $393.0K | 0.01% | +994 | New |
| Capital Management Associates | 1,000 | $394.0K | 0.58% | −1,200−54.5% | Reduced |
| Engineers Gate Manager LP | 999 | $395.0K | 0.01% | −1,116−52.8% | Reduced |
| Intact Investment Management Inc. | 1,000 | $395.0K | 0.01% | +1,000 | New |
| Cetera Investment Advisers | 1,013 | $400.0K | 0.01% | −1,239−55.0% | Reduced |
| Vigilant Capital Management, LLC | 1,016 | $401.0K | 0.03% | −34,298−97.1% | Reduced |
| Coldstream Capital Management Inc | 1,016 | $401.0K | 0.02% | +94+10.2% | Added |
| Perigon Wealth Management, LLC | 1,032 | $408.0K | 0.03% | +23+2.3% | Added |
| HM Payson & Co | 1,032 | $408.0K | 0.01% | +295+40.0% | Added |
| Moors & Cabot, Inc. | 1,037 | $410.0K | 0.03% | +108+11.6% | Added |
| Alpha Cubed Investments, LLC | 1,050 | $415.0K | 0.03% | +50+5.0% | Added |
| Flagship Harbor Advisors, LLC | 1,059 | $418.0K | 0.05% | +80+8.2% | Added |
| EP Wealth Advisors, LLC | 1,064 | $420.0K | 0.01% | −78−6.8% | Reduced |
| Boston Family Office LLC | 1,066 | $421.0K | 0.04% | +350+48.9% | Added |
| Verition Fund Management LLC | 1,068 | $422.0K | 0.01% | +365+51.9% | Added |
| Bailard, Inc. | 1,080 | $427.0K | 0.02% | −93−7.9% | Reduced |
| Empirical Finance, LLC | 1,091 | $431.0K | 0.05% | +65+6.3% | Added |
| Cresset Asset Management, LLC | 1,135 | $431.0K | 0.01% | +663+140.5% | Added |
| Two Sigma Advisers, LP | 1,100 | $434.0K | 0.00% | −4,600−80.7% | Reduced |
| Profund Advisors LLC | 1,105 | $436.0K | 0.03% | −461−29.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 1,112 | $439.0K | 0.30% | +1,112 | New |
| Cerity Partners LLC | 1,119 | $442.0K | 0.01% | +546+95.3% | Added |
| Meeder Asset Management Inc | 1,122 | $443.0K | 0.03% | +286+34.2% | Added |
| Brown Brothers Harriman & Co | 1,130 | $446.0K | 0.00% | +213+23.2% | Added |
| Metis Global Partners, LLC | 1,171 | $463.0K | 0.07% | +242+26.0% | Added |
| CFM Wealth Partners LLC | 1,196 | $472.0K | 0.14% | +317+36.1% | Added |
| ETF Managers Group, LLC | 1,178 | $474.0K | 0.01% | −2,984−71.7% | Reduced |
| Alpha Paradigm Partners, LLC | 1,206 | $476.0K | 0.20% | 00.0% | Unchanged |
| Prudential PLC | 1,230 | $486.0K | 0.01% | −29−2.3% | Reduced |
| Alberta Investment Management Corp | 1,266 | $500.0K | 0.00% | +74+6.2% | Added |
| Apollon Wealth Management, LLC | 1,265 | $500.0K | 0.04% | +137+12.1% | Added |
| GM Advisory Group, Inc. | 1,275 | $504.0K | 0.08% | +1,275 | New |
| Vontobel Holding Ltd. | 1,256 | $505.0K | 0.01% | −2,447−66.1% | Reduced |
| Jefferies Group LLC | 1,296 | $511.9K | 0.01% | +1,296 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,298 | $513.0K | 0.01% | +7+0.5% | Added |
| AlphaCrest Capital Management LLC | 1,307 | $516.0K | 0.02% | +538+70.0% | Added |
| American Trust | 1,317 | $520.0K | 0.04% | +390+42.1% | Added |
| Ballentine Partners, LLC | 1,326 | $524.0K | 0.02% | −30−2.2% | Reduced |
| BSW Wealth Partners | 1,330 | $525.0K | 0.13% | +363+37.5% | Added |
| Vestcor Inc | 1,368 | $540.0K | 0.02% | +439+47.3% | Added |